The Secure Act 2.0 contains over 90 important retirement provisions and incentives to benefit both you and your employees. In this webinar, we’ll discuss 7 significant changes to know as you grow your business, including:

Costeffective strategies to establish and maintain valuable retirement plans for your employees
Pursuing financial security through increased tax credits, compliance and protection, and longterm savings plans
Implementing benefits and wellness programs to attract and retain quality employees

BONUS: Learn about BizEquity© — our Complimentary Business Value Estimation for business owners!

*Neil P. Patel, Patel Advisory Group is not affiliated with or endorsed by LPL Financial and OneAZ Wealth Management.
Event Date: August 15th, 2024

About OneAZ Wealth Management:
OneAZ Wealth Management is a team of LPL Financial Wealth Advisors located across the OneAZ Credit Union branches. We are committed to offering our credit union members, associates, and the greater Arizona community the opportunity to work towards financial independence and enhance their quality of life. We provide holistic wealth management guidance for investing, insurance, retirement, and financial planning solutions.

Contact:
Office: (877) 5660517
2355 West Pinnacle Peak Rd.
Phoenix, AZ 85027
[email protected]
www.OneAZWealth.com


SECURITIES AND ADVISORY SERVICES ARE OFFERED THROUGH LPL FINANCIAL (LPL), A REGISTERED INVESTMENT ADVISOR AND BROKERDEALER (MEMBER FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union and OneAZ Wealth Management ARE NOT registered as a brokerdealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ CU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, OneAZ CU nor OneAZ Wealth Management. Securities and insurance offered through LPL or its affiliates are: NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY | NOT CREDIT UNION GUARANTEED | NOT CREDIT UNION DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE